2024-04-29T17:27:17-05:00 2023-06-30 930743240 Hoffman Stewart & Schmidt PC 3 CenterPointe Drive Suite 300 Lake Oswego OR 970358663 990 2022-07-01 930582124 United Way of the Columbia-Willamette UNIT 5032269321 619 SW 11th Avenue Ste 300 Portland OR 972052646 Kelly O'Lague President/CEO 5032269321 2024-04-25 1 Kelly OLague 999009999 0 Nathan Stamets P01931251 5032205900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Kelly O'Lague 619 SW 11th Avenue Ste 300 Portland OR 972052646 14838811 0 X www.unitedway-pdx.org X 1952 OR Helping people, changing lives, making every contribution count. 14 14 53 4365 0 0 12868440 14080960 65510 49630 1276517 703297 6187 4924 14216654 14838811 6746736 7704416 0 0 3971581 4745836 0 0 1728885 4345574 3277101 15063891 15727353 -847237 -888542 37900645 38688784 3820988 3910971 34079657 34777813 X Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O. 0 0 8066323 5011193 Convening/Backbone SupportEarly Learning Hubs - Every child should arrive at kindergarten ready for school success. That's why UWCW is proud to co-manage two new regional hubs focused on early learning: Early Learning Multnomah (ELM) and Early Learning Washington County (ELWC). In Oregon, there are 16 hubs, or regional-based groups, appointed by the State of Oregon's Early Learning Council that are designed with the intent to improve educational outcomes for Oregon's youngest children, age 0-6. (see Schedule O for more information)Under the early learning hub model, all sectors that touch early childhood education (early childhood educators; K-12 school districts; health, social, and human service organizations; nonprofits; municipalities; and the private sector) are tasked with working together to align their services in order ensure that children arrive at school prepared to learn, with an equal opportunity to succeed.Albina Rockwood Promise Neighborhood Initiative (ARPNI) - ARPNI is a U.S. Department of Education multi-million-dollar federal grant to support neighborhoods of opportunity by providing a continuum of school readiness and academic services, as well as family and community supports, to children from early childhood through college-and beyond. The five-year program is led by Self Enhancement, Inc., in partnership with Albina Head Start, Immigrant and Refugee Community Organization, Latino Network, Metropolitan Family Service, Native American Youth and Family Center, UWCW, Portland Public Schools, and Reynolds School District. UWCW is spearheading the research component of the initiative, surveying community members in the Albina and Rockwood neighborhoods and surveying students in our partner middle and high schools. The survey results will help identify community priorities like neighborhood safety, affordable housing as well as school activities, with the goal of understanding what students need from cradle to career, both at home and at school. Disaster & Crisis Resiliency: After the devastating wildfires in 2020, there was a need to help communities foster strong resilience and support. Thus, the Disaster Resiliency Learning Collaborative was launched with the help of the Oregon Health Authority and Trauma Informed Oregon. This seven-week, multi-language pilot program convened 15 community-based organizations and 28 community leaders of color to focus on healing from the 2020 wildfires and the ongoing threat of climate related disasters in our region. After the educational program had finished, organizations who participated in the program were eligible to apply for a grant, and United Way of the Columbia-Willamette was able to provide funds to 12 community-based organizations totaling $179,000 for projects to build resilience for communities of color most prone to climate-related disasters such as wildfires, heatwaves and floods. The program proved to be so successful that the Oregon Health Authority awarded United Way of the Columbia-Willamette and Trauma Informed Oregon $415,000 to continue the work of this important program. 3875913 2693223 Community Investment Housing Stability: In 2021, United Way of the Columbia-Willamette granted Oregon Law Center $200,000 to expand their capacity to provide legal help to families facing eviction. The grant allowed Oregon Law Center to recruit lawyers who reflect the communities they serve while also providing families of color access to multilingual eviction prevent support. (See Schedule O for more information)The support paved the way for Oregon Law Center, Portland Housing Bureau's Rental Services Office, and Portland Community College's CLEAR Clinic to launch the Eviction Legal Defense Program with $3 million provided by the Portland Housing Bureau. United Way of the Columbia-Willamette serves as an administrative hub and pays the costs to remedy evictions which may also include rent arrears for participants in the program. This collaboration serves those in our community receiving 30% to 60% of area median income, and many of the clients we have referred to the program are facing arrears of more than $6,000, the average eviction rate for Multnomah County. To date, we have helped prevent 165 households from becoming houseless through lawyer assistance and rent arrears. After years of pandemic disruption, the need for this support will only grow, and we look forward to expanding this important eviction prevention program alongside our partners.Donor Choice - United Way offers donor the opportunity to designate their gift directly to 501 (3) organizations of their choice. Donations given through United Way provide support to a wide variety of nonprofits and help keep fundraising cost low for these organizations as well as increasing philanthropy within the community. 346112 54554 Hands on Greater Portland - Hands on Greater Portland activities focus on results-based, meaningful volunteer service and the belief that volunteers enrich their lives and the lives of others when they address community needs. The program strives to connect volunteers with opportunities to meet important community needs, including senior services, education, services for the homeless, and restoration of the environment. 12288348 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA OR X X Kori Gregg 5032269321 619 SW 11th Avenue Ste 300 Portland OR 972052646 Isaac Cardona Director 1.00 X 0 0 0 Sean Edwards Chair 1.00 X X 0 0 0 John Ewert Secretary 1.00 X X 0 0 0 Greg Geshel Director 1.00 X 0 0 0 Mihir Patel Director 1.00 X 0 0 0 Patrick Purvis Director 1.00 X 0 0 0 Kim Spaulding Director 1.00 X 0 0 0 Pradeep Tempalli Director 1.00 X 0 0 0 Keith Wymbs Vice-Chair 1.00 X X 0 0 0 Charlene Zidell Director 1.00 X 0 0 0 Deborah Dang Treasurer 1.00 X X 0 0 0 Ashlee Irwin Director 1.00 X 0 0 0 Tichelle Sorensen Director 1.00 X 0 0 0 Layla Zare Director 1.00 X 0 0 0 Cindy Adams Former President / CEO 50.00 X 215817 0 12310 Kori Dye-Gregg COO 50.00 X 133193 0 18671 Dahnesh Medora Chief Impact Officer 50.00 X 136218 0 13199 Kelly O'Lague President / CEO 50.00 X 63480 0 1564 Margaret Day Early Learning Director 50.00 X 111950 0 13390 Richard Doughty Sr. FP&A 50.00 X 105117 0 9255 Adrian McCarthy VP - Marketing & Communication 50.00 X 123424 0 14926 Aaron McKay Director - IT 50.00 X 110502 0 19235 Begona Rodrigues-Liern Early Learning Director 50.00 X 107475 0 4898 David Rogers Chief Development Officer 50.00 X 165450 0 16866 1272626 0 124314 9 0 1 0 UPIC Solutions 334 Beechwood Rd Ste 500 Ft Mitchell KY 41017 IT Services 142640 7 9459918 4621042 14080960 Service fees 900099 49630 49630 49630 703297 703297 Other 900099 4924 4924 4924 14838811 54554 0 703297 X 5295666 5295666 2408750 2408750 688278 256152 336248 95878 3255926 1717436 598269 940221 12857 8585 258 4014 555259 280655 105958 168646 233516 117879 48749 66888 96448 96448 1719585 1353817 228767 137001 124560 42328 9362 72870 376133 336884 15967 23282 129449 72535 24820 32094 173879 113430 53964 6485 110265 90159 12348 7758 182498 101704 35757 45037 364284 92368 143205 128711 15727353 12288348 1710120 1728885 2765828 718596 4055438 4910495 225734 209782 5905558 3713858 2270618 2191700 26578395 28625235 1155525 1171573 849107 861403 37900645 38688784 2929436 2567077 891552 707549 636345 3820988 3910971 X 29540168 30323141 4539489 4454672 34079657 34777813 37900645 38688784 X -888542 1574402 12296 X 0 1 X 1 1 1 X 22542207 26932181 37531473 12868440 14080960 113955261 22542207 26932181 37531473 12868440 14080960 113955261 17681717 96273544 229940 187395 244955 532106 703297 1897693 27421 4675 18002 6187 4924 61209 115914163 315919 0.83060 0.84310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 60000 60000 0 Part II-B, Line 1: Worked with a consultant to influence legislation in Oregon to provide possible funding for United Way programs. 3585054 246226 118363 3712917 4471607 -674454 212099 3585054 3663067 813004 4464 4471607 3692638 16040 59645 105256 3663067 3635351 159874 102587 3692638 1 0 295333 295333 4455197 3066292 1388905 1155028 647566 507462 2191700 X 14596969 1574402 132205 12296 1718903 12878066 96448 1864297 1960745 14838811 13898813 132205 132205 13766608 96448 1864297 1960745 15727353 Part V, Line 4: To provide a predictable stream of income for program operations. Part X, Line 2: Management believes UWCW does not have any uncertain tax positions. Part XI, Line 2d - Other Adjustments: Change in value perpetual trust 12,296. Part XI, Line 4b - Other Adjustments: Pledges designated by donors 1,864,297. Part XII, Line 4b - Other Adjustments: Pledges designated by donors 1,864,297. 1 37080 American Red Cross - Oregon Pacific Chapter Federated Payment Processing PO Box 73857 Chicago IL 60673 131962771 501(c)3 5306 0 Donor Choice A Jesus Church Family Inc 10500 SW Nimbus Ave Bldg T Portland OR 97223 200368851 501(c)3 12420 0 Donor Choice Ainsworth United Church of Christ 2941 NE Ainsworth St Portland OR 97211 131957221 501(c)3 5880 0 Donor Choice American Red Cross of Northwest Oregon Chapter PO Box 4125 Portland OR 97208 131962771 501(c)3 9714 0 Donor Choice Beyond Toxics PO Box 1106 Eugene OR 97440 931294227 501(c)3 20000 0 Community Investment Grants Black United Fund of Oregon 2828 NE Alberta St Portland OR 97211 201242136 501(c)3 14954 0 Donor Choice Blanchet House of Hospitality 310 NW Glisan St Portland OR 97209 936031009 501(c)3 10855 0 Donor Choice Boys & Girls Clubs of Portland Metropolitan Area PO Box 820209 Portland OR 97282 930474800 501(c)3 5050 0 Donor Choice Bridgetown Church 2120 NE Tillamook St Portland OR 97212 811992757 501(c)3 16002 0 Donor Choice Bridging Cultures PO Box 244 Canby OR 97013 270741796 501(c)3 20000 0 Community Investment Grants Camp Fire Columbia 1411 SW Morrison St Suite 300 Portland OR 97205 930386901 501(c)3 7591 0 Donor Choice Catholic Charities of Oregon 2740 SE Powell Blvd Portland OR 97202 930386801 501(c)3 8018 0 Donor Choice Centro de Servicios Para Campesinos 300 Young St Woodburn OR 97071 931326961 501(c)3 40000 0 Community Investment Grants Church of Jesus Christ of Latter Day Sts 50 E North Temple Room 1521 Salt Lake City UT 84150 870234341 501(c)3 6339 0 Donor Choice Coalicion Fortaleza 1515 S Oakdale Ave Medford OR 97501 861300961 501(c)3 15500 0 Community Investment Grants David Douglas School District 11300 NE Halsey St Portland OR 97220 931067591 Other 7500 0 Donor Choice De La Salle North Catholic High School 7528 N Fenwick Ave Portland OR 97217 931287554 501(c)3 5625 0 Donor Choice Deschutes River Alliance 5520 S Macadam Ste 200 Portland OR 97239 463538750 501(c)3 25060 0 Donor Choice Doernbecher Children's Hospital Foundation 1121 SW Salmon St Ste 201 Portland OR 97205 930579589 501(c)3 6937 0 Donor Choice - Out of Area Douglas Education Service District 1409 NE Diamond Lake Blvd Roseburg OR 97470 936014226 501(c)3 15000 0 Early Learning Exp EarthShare Oregon PO Box 426056 Washington DC 20042 946069890 501(c)3 13296 0 Donor Choice Equitable Giving Circle 323 NW 17th Ave Portland OR 97209 850874463 501(c)3 9725 0 Donor Choice Familias en Accion 2710 NE 14th Avenue Portland OR 97212 931284335 501(c)3 20000 0 Community Investment Grants Free Clinic of Southwest Washington 4100 Plomondon St Vancouver WA 98661 911707542 501(c)3 19135 0 Donor Choice Friendly House Inc 2617 NW Savier St Portland OR 97210 930524232 501(c)3 10531 0 Donor Choice Global Leadership Foundation USA c/o Jim Keppler 18 Duke St Alexandria VA 22314 202209263 501(c)3 20000 0 Donor Choice GMU Foundation 4400 University Drive MS 1A3 Fairfax VA 22030 541603842 501(c)3 10000 0 Donor Choice Habitat for Humanity of Oregon PO Box 11452 Portland OR 97211 931180321 501(c)3 7838 0 Donor Choice Immigrant & Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)3 12728 0 Donor Choice JOIN Connecting the Street to a Home PO Box 16490 Portland OR 97292 931090005 501(c)3 8750 0 Donor Choice Jubitz Family Foundation 221 NW 2nd Ave Suite 204 Portland OR 97209 931324016 501(c)3 200000 0 Donor Choice Lawyers Campaign for Equal Justice 620 SW 5th Avenue Suite 1225 Portland OR 97204 931193792 501(c)3 9922 0 Donor Choice Living Islands Non- Profit PO Box 366 Lake Oswego OR 97034 462626255 501(c)3 20000 0 Community Investment Grants Local Independent Charities of America 100 Smith Ranch Road Ste 122 San Rafael CA 94903 943042430 501(c)3 7788 0 Donor Choice LULAC Oregon 2957 SE Brookwood Ave Hillsboro OR 97123 862345057 501(c)3 20000 0 Community Investment Grants Meals on Wheels People PO Box 19477 Portland OR 97280 930584318 501(c)3 16500 0 Donor Choice Multnomah County (DCHS) 421 SW Oak St Ste 240 Portland OR 97204 936002309 115(1) 1623755 0 Early Learning Exp Native American Rehabilitation Assoc of the Northwest Inc 1776 SW Madison Street Portland OR 97205 237098400 501(c)3 20000 0 Community Investment Grants New Narrative 8915 SW Center St Tigard OR 97223 930685734 501(c)3 24167 0 Donor Choice Nikka S Tahan 1627 Portola St Davis CA 95616 605729292 501(c)3 20000 0 Community Investment Grants Northwest Outward Bound School 1411 SW Morrison St Suite 250 Portland OR 97205 453463744 501(c)3 10000 0 Donor Choice NOWIA Unete PO Box 143 Medford OR 97501 760039071 501(c)3 18000 0 Community Investment Grants NW Natural Attn Treasury PO Box 6017 Portland OR 97228 946076144 Other 297000 0 GAP Oregon Community Health Workers Association 401 NE 19th Ave 200 Portland OR 97232 464952693 501(c)3 264402 0 Early Learning Exp Oregon FFA Foundation College of Ag- Ag Ed Dept 108 Strand Ag Hall Corvallis OR 97331 202430301 501(c)3 10200 0 Donor Choice Oregon Food Bank 7900 NE 33rd Dr Portland OR 97211 931229766 501(c)3 22775 0 Donor Choice Oregon Health & Science University Foundation (OHSF) 1121 SW Salmon St Ste 200 Portland OR 97205 930615601 501(c)3 5343 0 Donor Choice Oregon Humane Society 1067 NE Columbia Blvd Portland OR 97211 930386880 501(c)3 19853 0 Donor Choice Planned Parenthood of the Columbia Willamette 3727 NE Martin Luther King Jr Blvd Portland OR 97212 936031270 501(c)3 13477 0 Donor Choice Portland Rotary Charitable Trust 1155 SW Morrison St Suite 200 Portland OR 97205 936031284 501(c)3 25000 0 Donor Choice Primary Children's Hospital - Salt Lake 100 Mario Capecchi Dr Salt Lake City UT 84113 752792911 501(c)3 8806 0 Donor Choice - Out of Area PSU Foundation PO Box 243 Portland OR 97207 930401248 501(c)3 41667 0 Donor Choice Raices de Bienestar 2459 SE TV Highway PMB 104 Hillsboro OR 97123 873645309 501(c)3 20000 0 Community Investment Grants Raices de Bienestar 2459 SE TV Highway PMB 104 Hillsboro OR 97123 873645309 501(c)3 91000 0 Fiscal Sponsorship - Grants Out Regional Arts & Culture Council 411 NW Park Ave Ste 101 Portland OR 97209 931059037 501(c)3 7024 0 Donor Choice Rogue Climate PO Box 1980 Phoenix OR 97535 464714467 501(c)3 14000 0 Community Investment Grants Rotarian Action Group for Peace 221 NW 2nd Ave Suite 204 Portland OR 97209 465281678 501(c)3 163942 0 Donor Choice Royal Ridges Retreat PO Box 3010 Battle Ground WA 98604 943088285 501(c)3 5299 0 Donor Choice Street Roots 211 NW Davis St Portland OR 97209 931271399 501(c)3 5538 0 Donor Choice Sunshine Division Inc 687 N Thompson Portland OR 97227 271423723 501(c)3 21639 0 Donor Choice The Stronghold A Culturally Responsive Peer Support Program PO Box 431 Chiloquin OR 97624 851536106 501(c)3 20000 0 Community Investment Grants Transitional Youth 1500 NW 167th Pl Beaverton OR 97006 931088674 501(c)3 5875 0 Donor Choice UNICEF Portland 125 Maiden Ln New York NY 10038 131760110 501(c)3 6906 0 Donor Choice Union Gospel Mission 3rd NW Third Ave Portland OR 97209 930401258 501(c)3 12471 0 Donor Choice United Way of Columbia County PO Box 538 Rainier OR 97048 930433686 501(c)3 5745 0 Donor Choice United Way of Eastern Utah 67 East Main Street Price UT 84501 870374334 501(c)3 7135 0 Donor Choice United Way of King County 720 2nd Ave Seattle WA 98104 952274801 501(c)3 40320 0 Donor Choice - Out of Area United Way of Salt Lake 257 East 200 South Suite 300 Salt Lake City UT 84111 870227091 501(c)3 38009 0 Donor Choice - Out of Area United Way of Southwest Wyoming 510 South Main St Rock Springs WY 82901 830233314 501(c)3 54088 0 Donor Choice - Out of Area University of Utah Attn Development Office 332 S 1400 E Suite 150 Salt Lake City UT 84112 876000525 501(c)3 6427 0 Donor Choice - Out of Area Valley of the Sun United Way 3200 E Camelback Rd Suite 375 Phoenix AZ 85018 860104419 501(c)3 30375 0 Donor Choice - Out of Area Washington County HHS Suite 270 MS 25 155 N First Ave Hillsboro OR 97124 936002316 115(1) 1394883 0 Early Learning Exp Yale University Provosts Office PO Box 208333 New Haven CT 06520 066078326 501(c)3 100000 0 Donor Choice Rent assistance 467 2338401 Part I, Line 2: Program Grants: As a condition for receiving grant funds, grantees are required to submit: 1) a funding agreement signed by the organization's board president and the chief executive officer; 2) organization's anti-discrimination policy; 3) certification stating that United Way funds will be used in compliance with all applicable anti-terrorism financing and asset control laws, statutes and executive orders; and 4) organizations with annual budgets over $500,000, an annual audit, and organizations with budgets under $500,000, an annual financial review. In addition grantees submit an annual work plan that reflects: 1) goals and objectives of the funded project with specific deliverables and milestones; 2) an evaluation plan to measure accomplishment of the goals and objectives; and 3) budget of expenses for staffing, equipment, training and other program needs related to project goals and objectives. Progress reports are required every 6 months to determine that grantees are implementing the program according to this work plan, achieving the goals of the program and spending United Way funds according to the project budget. Monitoring includes semi-annual progress report reviews, annual site visits, and formal program review. Technical assistance is provided to bring programs into compliance regarding the terms of the funding agreement, the program budget, management, implementation and/or achievement of project goals. United Way reserves the right to conduct additional reviews of a funded project at any time during the funding year. Organizations are required to return to United Way any funds paid to the organization which may no longer be used for their intended purposes as outlined in the work plan. United Way may authorize deferment of payment whenever required reports are not submitted, requested additional information is not submitted and/or for repeated non-compliance with terms of the funding agreement. Upon presentation of information regarding alleged fiscal mismanagement, serious financial concerns that impact the project's performance, significant deficiencies in service delivery, and/or non-compliance with the terms of the funding agreement, the Community Impact Cabinet may recommend cancellation of the funding agreement. Cancellation of the funding agreement is the responsibility of the United Way Board of Directors. Amounts Designated by Donors: United Way of the Columbia-Willamette honors donor intent, including requests to fund specific nonprofit organizations that meet the IRS qualification of a tax exempt charitable organization. X X X X 0 0 0 0 0 0 0 0 0 Cindy Adams Former President / CEO 170817 0 45000 0 0 0 6403 0 5907 0 228127 0 0 0 David Rogers Chief Development Officer 165450 0 0 0 0 0 1807 0 15059 0 182316 0 0 0 Kori Dye-Gregg COO 133193 0 0 0 0 0 4074 0 14597 0 151864 0 0 0 Form 990, Part III, Line 1 At United Way of the Columbia-Willamette, we have a simple, ambitious vision: invest in our region's kids so they are free from poverty and free to reach their potential. We have been bringing our community to do good for nearly 100 years. We are uniquely positioned to connect and support the people, nonprofits, businesses and government agencies working hard to address poverty in our region. Leveraging our capacity as a convener and our trusted brand as an influencer, we focus on where the need is the greatest and identify and scale what works. Together we are making schools, families and communities stronger for the kids of our region. Schools for kids: We are working to ensure that kids, from pre-school through graduation, get the support they need to stay in school and succeed so they can enter college or the workforce ready to thrive and contribute. Families for kids: We are helping families meet basic needs and have a stable foundation so kids can focus in school. Communities for kids: We are activating the village. We mobilize over 4,000 volunteers a year by connecting them to projects that directly support kids in our region. Together, we can make our region a better place for everyone. Together, we are united for impact. Learn more about our mission and what we do at: https://www.unitedway-pdx.org Form 990, Part VI, Section B, line 11b The IRS Form 990 is electronically sent to all Finance Committee members and reviewed at the Finance Committee meeting. Once reviewed by the Finance Comittee, the 990 is electronically sent to all board members for review. The 990 is then submitted to the IRS and posted to the UWCW website. Form 990, Part VI, Section B, line 12c The United Way of the Columbia-Willamette's Code of Ethics certification and a Conflict of Interest disclosure are completed and signed annually by all Board members, committee members, and staff on an annual basis. Tracking is in place to ensure compliance and these forms are reviewed by the HR Director. A summary of conflicts of interest are provided to the President and Board Chair annually. Board and Committee members do not participate in discussions or vote on matters where they have a conflict. Form 990, Part VI, Section B, line 15 The Human Resources Director at United Way of Columbia-Willamette conducts a salary survey every other year. Salary data from United Way World Wide, direct contact with United Ways of similar size, 990 salary data, local non-profit surveys, and other job specific information from the Portland metro area are analyzed. Staff salaries and salary survey data are reviewed by the UWCW leadership team to ensure that each position falls within the appropriate salary range. The Board of Directors reviews the compensation of organization officers. Form 990, Part VI, Section C, line 19 United Way of Columbia-Willamettes governing documents, code of ethics, conflict of interest policy, and anti-discrimination policy are available upon request. The audited financial statements, IRS Form 990, and the Annual Report are available on the website. Form 990, Part IX, line 11g Professional services: Program service expenses 1,353,817. Management and general expenses 228,767. Fundraising expenses 137,001. Total expenses 1,719,585. Form 990, Part XI, line 9: Change in value of perpetual trusts 12,296.